How do I create Stock Reservations via CRM Modules?

In this section, let us learn how to create Stock Reservations for products via various other CRM modules. 

• You can create a Stock Reservation record from the Summary View of the following modules:
  • Contacts
  • Organizations
  • Quotes
  • Sales Orders
• Once you create a Stock Reservation record from these modules, the Stock Reservation’s respective module details are auto-filled.

 
Follow these steps to create a Stock Reservation record from the above modules:
 

 
Note: For instance, we have considered the Contacts module, you can go to any related module.

1. Log in to your CRM account.
2. Click the User Profile.
3. Click Essentials.
4. Look for Lead & Contact Management.
5. Select Contacts.
6. Select a Contact record for which you want to create a Stock Reservation record. It will take you to the Summary View of the Contact record.
7. Click More (3 dots) on the top right corner of the screen.
8. With a scroll down, under Add or Link, select Stock Reservation. This will take you to the Creating Stock Reservation window.

You can now create a Stock Reservation record for a product linked to the Contact as illustrated in the Creating Stock Reservations section.
With this, a Stock Reservation record for a product is created and saved in the Stock Reservation module.